Capstone Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17M | Buy |
108,524
+91,375
| +533% | +$16.1M | 0.03% | 231 |
|
|
2026
Q1 | $3.2M | Buy |
17,149
+7,679
| +81% | +$1.59M | 0.01% | 517 |
|
|
2025
Q4 | $2.51M | Sell |
9,470
-69,565
| -88% | -$17.3M | ﹤0.01% | 545 |
|
|
2025
Q3 | $18.7M | Buy |
79,035
+13,340
| +20% | +$3.36M | 0.03% | 215 |
|
|
2025
Q2 | $17.9M | Buy |
65,695
+858
| +1% | +$229K | 0.04% | 160 |
|
|
2025
Q1 | $17.4M | Buy |
64,837
+43,151
| +199% | +$13.4M | 0.05% | 198 |
|
|
2024
Q4 | $7.25M | Buy |
21,686
+20,952
| +2,854% | +$6.69M | 0.02% | 430 |
|
|
2024
Q3 | $201K | Sell |
734
-34,425
| -98% | -$8.82M | ﹤0.01% | 1579 |
|
|
2024
Q2 | $9.04M | Buy |
35,159
+29,361
| +506% | +$7.86M | 0.03% | 329 |
|
|
2024
Q1 | $1.75M | Buy |
5,798
+5,530
| +2,063% | +$1.6M | 0.01% | 842 |
|
|
2023
Q4 | $70.5K | Sell |
268
-53,550
| -100% | -$12.1M | ﹤0.01% | 1973 |
|
|
2023
Q3 | $10.9M | Buy |
53,818
+53,607
| +25,406% | +$11.6M | 0.05% | 261 |
|
|
2023
Q2 | $44.6K | Sell |
211
-12,912
| -98% | -$2.64M | ﹤0.01% | 1772 |
|
|
2023
Q1 | $2.62M | Sell |
13,123
-6,080
| -32% | -$1.03M | 0.01% | 522 |
|
|
2022
Q4 | $2.55M | Buy |
19,203
+2,153
| +13% | +$314K | 0.02% | 620 |
|
|
2022
Q3 | $2.45M | Sell |
17,050
-42,234
| -71% | -$7.16M | 0.01% | 687 |
|
|
2022
Q2 | $9.78M | Sell |
59,284
-33,283
| -36% | -$5.88M | 0.05% | 266 |
|
|
2022
Q1 | $19.7M | Buy |
92,567
+86,143
| +1,341% | +$18.5M | 0.05% | 262 |
|
|
2021
Q4 | $1.63M | Sell |
6,424
-8,427
| -57% | -$2.37M | ﹤0.01% | 1173 |
|
|
2021
Q3 | $4.03M | Buy |
14,851
+910
| +7% | +$231K | 0.01% | 924 |
|
|
2021
Q2 | $3.4M | Sell |
13,941
-98,720
| -88% | -$22.8M | 0.01% | 838 |
|
|
2021
Q1 | $23.9M | Buy |
112,661
+76,921
| +215% | +$17.1M | 0.07% | 256 |
|
|
2020
Q4 | $7.95M | Buy |
35,740
+11,590
| +48% | +$2.82M | 0.03% | 462 |
|
|
2020
Q3 | $6.07M | Buy |
+24,150
| New | +$5.29M | 0.03% | 462 |
|
|
2020
Q1 | – | Sell |
-19,187
| Closed | -$3.29M | – | 1180 |
|
|
2019
Q4 | $3.12M | Buy |
19,187
+1,925
| +11% | +$302K | 0.02% | 713 |
|
|
2019
Q3 | $2.56M | Sell |
17,262
-14,750
| -46% | -$2.24M | 0.02% | 655 |
|
|
2019
Q2 | $4.86M | Buy |
32,012
+27,342
| +585% | +$4.28M | 0.04% | 466 |
|
|
2019
Q1 | $740K | Buy |
+4,670
| New | +$724K | 0.01% | 898 |
|
|
2018
Q4 | – | Sell |
-1,272
| Closed | -$175K | – | 1259 |
|
|
2018
Q3 | $202K | Sell |
1,272
-2,080
| -62% | -$309K | ﹤0.01% | 1011 |
|
|
2018
Q2 | $457K | Buy |
+3,352
| New | +$428K | 0.01% | 490 |
|
|
2017
Q1 | – | Sell |
-113,167
| Closed | -$7.75M | – | 924 |
|
|
2016
Q4 | $7.75M | Buy |
+113,167
| New | +$8.21M | 0.24% | 82 |
|
|
2016
Q3 | – | Sell |
-84,338
| Closed | -$6.7M | – | 768 |
|
|
2016
Q2 | $6.7M | Buy |
84,338
+62,269
| +282% | +$4.89M | 0.13% | 115 |
|
|
2016
Q1 | $1.63M | Buy |
22,069
+1,431
| +7% | +$98.5K | 0.05% | 220 |
|
|
2015
Q4 | $1.62M | Buy |
+20,638
| New | +$1.61M | 0.04% | 183 |
|
Other funds holding CRM
Capstone Investment Advisors's CRM Position: Q2 2026 in Review
Capstone Investment Advisors increased its Salesforce (CRM) stake by 533% in Q2 2026, buying an estimated $16.1M and bringing the position to 108,524 shares worth $17M. The position accounts for 0.03% of the portfolio, ranked #231.
Capstone Investment Advisors first reported a position in CRM in Q4 2015 and has held it in 34 quarters since. The position peaked at $23.9M in Q1 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Capstone Investment Advisors held 108,524 shares of Salesforce worth $17M as of Q2 2026.
- Capstone Investment Advisors bought 91,375 Salesforce shares in Q2 2026, an estimated $16.1M.
- Salesforce made up 0.03% of Capstone Investment Advisors's portfolio in Q2 2026, its #231 holding.
- Capstone Investment Advisors first reported a position in Salesforce in Q4 2015 and has held it in 34 quarters since.
- Capstone Investment Advisors's Salesforce position peaked at $23.9M in Q1 2021.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.